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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
401
Stillwater Capital Advisors
Pennsylvania
$515K
TF
402
Tompkins Financial
New York
$512K
AMM
403
American Money Management
California
$510K +$503K +14,644 New
CCG
404
Chatham Capital Group
Georgia
$504K +$137K +4,000 +38%
GIA
405
Guyasuta Investment Advisors
Pennsylvania
$502K +$270K +7,860 +120%
GG
406
Gofen & Glossberg
Illinois
$499K -$8.38K -244 -2%
CIBC World Market
407
CIBC World Market
Ontario, Canada
$498K -$37.8K -1,100 -7%
BP
408
BBR Partners
New York
$497K +$15.3K +444 +3%
CCA
409
Clearwater Capital Advisors
Illinois
$480K +$105K +3,064 +28%
IF
410
Ironwood Financial
Arizona
$479K -$7.01K -204 -1%
SSB
411
Sandy Spring Bank
Maryland
$474K +$40.5K +1,180 +9%
CBU
412
CIBC Bank USA
Illinois
$472K -$170K -4,960 -27%
STB
413
S&T Bank
Pennsylvania
$471K -$10.6M -309,304 -96%
HH
414
Hilltop Holdings
Texas
$469K
SWM
415
Segment Wealth Management
Texas
$469K +$463K +13,468 New
LW
416
Linscomb Wealth
Texas
$467K -$162K -4,708 -26%
PFM
417
Parsec Financial Management
North Carolina
$467K
BHIA
418
Birch Hill Investment Advisors
Massachusetts
$466K +$10.3K +300 +2%
OC
419
Oakworth Capital
Alabama
$460K +$687 +20 +0.2%
CL
420
Choreo LLC
Illinois
$455K +$208K +6,048 +86%
MMPW
421
Mitchell McLeod Pugh & Williams
Alabama
$449K
NFG
422
Next Financial Group
Texas
$447K -$732K -21,292 -63%
WA
423
Wealth Architects
California
$445K
LPIC
424
LeJeune Puetz Investment Counsel
Michigan
$442K -$17.2K -500 -4%
PCTC
425
Perkins Coie Trust Company
Washington
$439K